Tax Advisor - CA - Family Office & Private Wealth Advisory Firm

Company Description : Our client is a leading Private Wealth Advisory and Family Office Advisory firm, who are seeking an experienced Tax Expert to join their Family Office team at Bangalore or Mumbai.

Role: You'll advise high and ultra-high net worth individuals and their family offices in respect of their personal tax affairs. You will also specialize in advising fund managers on fund structuring and other tax matters. You will provide a review of returns, planning, research and compliance. Developing and sustaining excellent client relationships are priorities for this position. You will be responsible for the calculation and analysis of proprietary tax strategies for clients and will use your strong technical background to assist on all tasks associated with tax engagements.

The Tax Manager will be responsible for :

- Managing multiple sophisticated client engagements for High Net Worth individuals and family groups with respect to taxation(both domestic and international)

- Advising high net worth individuals in relation to their complex personal tax affairs with a focus on non-India domiciled individuals, often dealing with complex international wealth structures

- Managing the tax compliance services provided to clients

- Full responsibility for client relationships and liaising with clients and third parties

- Advising fund managers on tax matters including carried interest and co-investment structuring, management incentivisation and deferral, and structuring of management entities, this will also often involve advice on the interaction of carried interest and the remittance basis rules

- Reviewing complex individual tax returns and related fiduciary, partnership, corporate and nonprofit returns

- Research tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies

- Direct communication with clients and their advisors

- Strategizing with Senior Management regarding tax planning

- Giving clients recommendations and guidance on how to achieve their goals

- Assisting in identifying opportunities for growth

- Researching and resolving tax issues and notices; handling Central, State and Local tax audits

- Exposure to International taxation is desirable

Qualifications :

- Chartered Accountant with Bachelor's degree in accounting or related field required

- Solid Tax background (Compliance, Corporate, Fiduciary, Individual, Partnership, Research & Planning)

- Proficient in corporate or individual or partnership/LLP,trust related taxation statutes

- Exposure to International taxation and related issues

- Experience with High Net Worth Individuals, Families and Business Owners is preferred

- Presentation skills and strong organizational techniques are required

- Capable of managing multiple client engagements across borders

- Manage all aspects of client accounts and foster client relationships

- Expand services to existing clients and develop new business relationships

- Excellent verbal and written communication skills